Iams Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Iams Wealth Management, LLC
- $219 Billion
- Q4 2024
A detailed history of Iams Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Iams Wealth Management, LLC holds 6,684 shares of USFR stock, worth $336,338. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,684Holding current value
$336,338% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
586Shares Held
221MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$968 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio